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Make a deposit ready for registration with TDS via AgencyCloud

The For tenancy details to be automatically added TDS deposit management tool, the following conditions must be followed to register a deposit apply to the tenancy record in AgencyCloud

1. Held by setting on tenancy record

Tip

The Held by setting must be set as shown below

From tenancy:

  • Click Financial & Extensions tab

  • Held by should be set to Deposit Protection Scheme

2. Deposit paid & cleared

Tip

The deposit must be invoiced, paid & cleared

From tenancy, Accounts panel:

  • Beside Deposit, click Manage

From tenancy deposit details:

  • Deposit Paid should be fully paid and marked as (Cleared)

3. Ensure tenant contact details are correct

Tip

Tenant & landlord contact details must be correct

When the tenant & landlord contact details are passed to the TDSdeposit management tool, the following information is checked for validity

  • Postcode

  • Email addresses

  • Phone numbers (should be 11 digits)

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Tip

When all the above conditions are met, then the deposit will be available to be registered, as outlined in the next section
When contact details are not correct, the deposit will be available to be registered, but it will error when processing, therefore it is advisable to ensure they are correct during data entry

Access TDS deposit management screen

From AgencyCloud main menu:

  • Click Reports

  • Click Custom Reports and select TDS Bulk Deposit Tool
    The TDS Deposit Management screen is displayed

Access tenancy details

To view the associated tenancy of any entry in this screen

  • Double-click to open the tenancy record

Or, to stay in the screen, the tenancy details can be previewed

  • Right-click over the required entry and select Preview tenancy

  • Tenancy details are displayed in a read-only screen

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Info

See sections below for information on using this screen to register & update deposits, plus how to check the status & download deposit certificates

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1. Select deposit(s) to register

From the TDS Deposit Management screen:

  • Ensure the Register/Update Deposits tab is displayed (top left)

  • Tick the boxes to the left of the relevant tenancies to be registered

2. Process selected deposit(s) for the bulk deposit registration run

From top right of screen (shown above):

  • Click Process

  • Click Yes

  • The deposit registration run is processed and confirmed when complete

  • Click View Details to see the date, time and processing time taken

3. Registration complete

When the deposit registration is complete:

  • A status message is shown bottom left of the screen as each registration is completed

  • A prompt is displayed, click OK to clear (or View Details to see more information, as shown above)

  • The entry is shown with a green tick to the left

Tip

When a deposit has been successfully registered, you can now download the certificate - see section titled Download deposit certificate for more information

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